Pre-retirees and retirees looking to optimize their Social Security benefits, reduce taxes, and create a sustainable retirement income. Ideal for those with 401(k)s, IRAs, or pensions who want strategies for inflation, healthcare, and paycheck replacement.

• Planning for Inflation & Healthcare: Protecting retirement income from rising costs.
• Reducing Retirement Taxes: Strategies to minimize taxes on Social Security, investments, and withdrawals.
• How Social Security Works: Understanding benefit calculations and taxation.
• When to Claim Social Security: Choosing the right time to maximize lifetime benefits.
• Income Planning & Paycheck Replacement: Creating a reliable, tax-efficient income stream in retirement.

Bring a notepad and pen for taking notes! No documents are required.

Yes! Attendees will have the opportunity to ask questions at the end of the event. This is a great chance to get expert guidance tailored to your concerns.

No, this seminar is strictly educational. While presenters may provide their contact information or business details, there is no obligation or pressure to engage with them during or after the event.

The majority of our presenters are local professionals from financial backgrounds, including CPAs, financial professionals, advisors, attorneys, and other knowledgeable experts.